How big is the market demand for lithium batteries in China？

Foreword: at present, the thirteenth five plan of energy storage is in in demonstration stage. According to the relevant information at the national level, the mode of discussing energy storage subsidies is coming.

A development policy, energy storage market

Countries is becoming more and more attention to the development of energy storage, beginning in 2015 developed the national and local policies are beginning to release a positive signal, energy bureau in June 2016 "about promoting the electric energy storage to participate in" three north "area of power auxiliary services compensation (market) notice of the pilot mechanism, is to let the industry believe that 2016 years of resentment for energy storage industry development. At present, energy storage much starker choices-and graver consequences-in planning also in demonstration stage., according to the relevant information at the national level discuss the mode of energy storage subsidies just around the corner.

In November 2015, the energy storage formally incorporated into the national five-year plan." Two sessions" period, the thirteenth five-year plan for national economic and social development outline (draft) is put forward, the construction of modern energy system, and puts forward the eight key projects during the period of "much starker choices-and graver consequences-in" energy field. The eight key project mentioned energy storage power station, the energy storage facilities, emphasis is put forward to accelerate the large-scale energy storage technology research and development application, etc.

In April 2016, the national development and reform commission, energy bureau jointly issued the revolutionary energy technology innovation action plan (2016-2030), the demand that the research for power grid peak shaving effect, distributed and micro power grid, the electric car of the application of energy storage technology, grasp the key core technology of each section of energy storage technology.

In June, the energy bureau issued "about promoting electric energy storage to participate in" three north "area of power auxiliary services compensation (market) notice of the pilot mechanism, encouraging investment in construction of electric energy storage facilities. Electric energy storage can be involved in peak shaving FM and ancillary services market, according to the power plant contract price settlement. User side storage charge capacity can buy low power, discharge power can sell electricity users nearby.

Understand Chinese energy storage lithium battery the market demand

In addition, on June 20, 2016, the national development and reform commission, ministry of industry and energy bureau jointly issued by the China 2025 - energy equipment manufacturing implementation plan ", the energy storage equipment energy equipment development task is one of the 15 areas, further emphasize support for high performance battery energy storage technology innovation.

Second, the size of the market

The global energy storage industry still maintain rapid development speed, in 2015, the global new energy storage projects (including operation, under construction and planning of the project), 143, the installed size of year-on-year growth of 78% on the previous year. The rapid development of the energy storage industry cannot leave policy, especially the implementation of the subsidy is an important energy stimulating the development of the industry. In Europe and the United States and other countries, energy storage industry has been included in the national strategic height, these countries are by powerful industrial policy and continuous input, constantly promotes the innovation and research and development of energy storage industry, and energy storage of the current China is still in its early stages, with the recent series of normal, energy storage market is expected to usher in rapid development stage.

At present, lithium battery technology application in energy storage mainly around the grid energy storage (power auxiliary services, renewable energy grid, peak cutting, etc.) of the standby power, base station, family optical storage system, the electric car light storage type charging stations, and other fields, in 2015 China's energy storage market, lithium ion batteries installed share accounted for two-thirds, followed by lead battery and flow battery. With the development of the national energy structure transformation strategy and new electric change policies tend to be broken, "much starker choices-and graver consequences-in" period, the energy storage market in China will be in the public sector take the lead, by hair transmission lateral infiltration by user side.

Lithium rtvu data statistics show that in 2020, China's lithium battery energy storage market demand will reach 16.64 GWH. In the next five years, Energy storage battery accumulative total demand for 68.05 GWH, according to the current installed share calculation, the lithium battery in the next five years accumulative total demand will reach 45.59 GWH.

Understand China's energy storage lithium battery market demand

1, grid energy storage

A, renewable energy grid

At present, domestic "abandon wind, abandoned light" phenomenon is serious, energy storage can be used to "landscape" is given. In the first half of 2016, China's air volume to 32.3 billion KWH, average wind rate is as high as 21%;Discard battery of about 3.28 billion KWH, discard rate was 19.7% on average." Abandon wind, abandoned light" phenomenon can be handled through the form a complete set of energy storage system, and at present, the energy storage capacity proportion compared with the overall scale for generating electricity by renewable energy seriously. Research shows that, to make electricity volatility control within 10%, at least in a ratio of 1:10 equipped with energy storage system.

According to the national energy administration, medium-term planning "much starker choices-and graver consequences-in" during China's installed wind target is 250 gigawatts (gw), photovoltaic power target for 150 gigawatts (gw).Electrochemical energy storage technologies under the proportion to 50% penetration, estimates that by 2020, China's renewable energy grid market total demand will reach 20 GWH electrochemical energy storage system.

B, power grid power auxiliary services

Energy storage in the grid power ancillary services is in power station start-stop, frequency modulation, phase modulation, emergency, voltage control, reducing line loss, etc. According to the annual power auxiliary expenditure proportion and line loss rate comprehensively, by 2020, energy storage in the grid electricity energy storage demand of cumulative 1.5 GWH of ancillary services.

C, peak peel

Energy storage system on the peak cut is relatively easier for commercialization. In the aspect of commercialization, the use of various provinces and cities of peak valley price difference, giving full play to the advantages of energy storage costs, peak to cut the power adjustment, to share the benefits with the customers. In transmission and distribution side, meanwhile, the peak energy storage to cut way, makes the power system stability improved. According to the domestic industry power consumption estimation, predicts 2020, the application of electrical energy storage in avoiding peak spending total installed capacity of 1.5 GWH.

2, back-up power station

China communications market has entered a new period of development, to the fusion, big change and transformation development momentum. Since 2014, China communication energy storage market has begun to widely used lithium batteries as energy storage station batteries. Recently, new investment in communications base station project, also more with lithium battery back-up power as a base station. According to the domestic base station construction speed estimation, predicts 2020, energy storage in the base station standby power application of accumulative total market capacity is 23.5 GWH.As lithium ion battery performance improvement and cost have fallen sharply, then the permeability of lithium-ion batteries is expected to reach more than 80%.

3, family optical storage system

At present, in parts of the United States, Germany and Japan, distributed storage of industrial and commercial users and households will get rapid development." Distributed photovoltaic + energy storage" business model will serve as our future energy construction emphatically the swimmer, which can realize residents and commercial users side power spontaneous self-use, extra power of economic operation.

According to the national ministry of the latest data, estimates that domestic residential quantity is about 95 million rural households, since the village inside city construction and urban villa a conservative estimate of 10 million. According to the photovoltaic power generation 5 KWH, 2020 worth in a ratio of 4:3 equipped with storage system, optical storage system to 2020 family penetration rate of 5%, domestic optical storage system need to form a complete set of energy storage battery needs 19.75 GWH.

4, electric vehicle in storage and integration

The continuous improvement of the new energy automotive industry chain for charging and charge the steady progress of pile construction, the electric vehicle charging infrastructure development guide pointed out that number to 2020 charging and charging pile construction in our country will be up to 12000 and 4.8 million respectively, form a complete set of energy storage device demand will surge.

At the same time, optical storage stations, is expected to further stimulate the demand for energy storage battery. The current optical storage stations have been in Beijing, Qinghai and other places to carry out the construction and pilot run. In addition, the photovoltaic charging stations and storage construction development light store charging stations, which can effectively connected solar power and power grid, the charge will be more than pv electricity storage, when in the overloaded power grids collapse recharged directly by the energy storage equipment for electric cars.

To light charging stations, storage capacity and form a complete set of energy storage capacity of 2:1 ratio calculation, by the time 2020 store the permeability of charging stations is 20%, average each light charging stations, storage capacity of 3000 KWH, only light store charging stations supporting demand for energy storage battery has reached 1.8 GWH.

Three, the domestic main storage lithium battery manufacturer's storage project

1, Nunn power

Company will increase investment in a wholly owned subsidiary of Wuhan SMW with annual capacity of 10 million kWh of new energy battery is accelerating the implementation of construction projects, to ensure that the company continued to keep up with the future energy storage capacity market demand for reserves. Lead the project focus on production of high-performance carbon battery products, divided into two phases of construction, production capacity of 5 million kWh, respectively is expected to be completed by the end of 2016, a period of project construction and trial production.

2, SAN Yang shares

In October 2016, the company and the sea of the people's livelihood investment fund management co., LTD. Jointly set up industry mergers and acquisitions investment fund, to quicken the steps of denotative development company, fund total 1 billion yuan, the company involved in 10%.Announcement after the fund at the same time, with the actual controllers of two lithium battery company invested 850 million yuan, with 57%, 24% stake in the two companies. The two companies mainly engaged in the lithium iron phosphate and pack of research and development production and sales. The acquisition is helpful for company to perfect the product structure, abundant energy storage technology, realize the complementary advantages.

3, male towers co

Company is one of the world's largest battery manufacturer, in Shenzhen, Hubei and Vietnam has three major production bases, implement lead carbon battery + double layout lithium-ion batteries. Company lead battery product line has more than 5000 MWH capacity, can meet the demand of large orders. At the same time, the company will increase 825 million yuan expansion has used in lithium batteries, 2016 will be installed 400 MWH production line, 2017, 600 MWH, and the proportion assigned to 7:2:1Power battery, communication batteries and energy storage battery.

4, we have pleasure in Wanda

Company invested 100 million yuan Xin Wanda comprehensive energy service co., LTD., promote energy Internet especially energy storage business development. Companies use Hin Wanda energy as a professional energy services platform, joint venture with jiangsu xu source of building of Henan Yuzhou city YuKe 50 mw photovoltaic power station project, and will be connected to the grid by the end of 2016.

In addition, the company from the United States, Europe, Australia and other markets, active cooperation with overseas customers. Company with all of Anker strategic partners, resultant force to promote domestic portable energy storage 臵 marketization development, order more than 200 million yuan.

5, sun power

Leading enterprises in domestic inverter, battery giant Samsung SDI cooperation with South Korea to enter the field of energy storage, subsidiary Samsung (Hefei) sunshine energy storage power co., LTD., with annual capacity of 2000 MWH years power energy storage equipment production line put into production operation, energy storage project plan year production capacity reaches 1 GWH. With TRW energy storage in Jiangsu, Shanxi G&K energy companies such as landing energy storage agreement, company's agriculture field of photovoltaic power station, will play a good linkage effect, and energy storage projects to further strengthen the dominant position in the field of energy storage.

6, the lion of science and technology

Energy storage business is mainly composed of jiangsu holdings, a subsidiary of implementing peak valley head and Germany, in 2016, the distribution of positive energy storage operation, project at home and abroad to promote comprehensive, energy storage power station project reserves of more than 500 MWH.

7, electronic lu

Sign the letter of intent for a joint venture with LG chem company, plans to set up sino-foreign joint venture in China, development, production and sales of using LG chemical and LG chemical unit batteries energy storage battery pack. The joint venture company plans to issue the scale of production for battery pack annual production capacity of more than 400 MWH, production line will reach full scale production in early 2017.

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